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Price T Rowe Group Inc

TROW
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001113169

In the last 90 days, Price T Rowe Group Inc insiders filed 0 open-market purchases and 1 sale; 1,171 institutions reported holding it in 13F filings for Q2 2026, worth $21.6B in total; Markel Group is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Price T Rowe Group Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,039
No complete 13F data for Q4 2020
Shares held
160.3M
No complete 13F data for Q4 2020
Total value
$27.5B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting TROW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,039 institutions
Q1 2021: 1,039 institutionsQ2 2021: 1,079 institutionsQ3 2021: 1,121 institutionsQ4 2021: 1,150 institutionsQ1 2022: 1,104 institutionsQ2 2022: 1,046 institutionsQ3 2022: 1,004 institutionsQ4 2022: 1,024 institutionsQ1 2023: 1,013 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,017 institutionsQ4 2023: 1,058 institutionsQ1 2024: 1,055 institutionsQ2 2024: 1,070 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,128 institutionsQ1 2025: 1,087 institutionsQ2 2025: 1,077 institutionsQ3 2025: 1,081 institutionsQ4 2025: 1,128 institutionsQ1 2026: 1,094 institutionsQ2 2026: 1,171 institutions
Value heldQ1 2021: $27.5B
Q1 2021: $27.5BQ2 2021: $32.5BQ3 2021: $32.2BQ4 2021: $32.0BQ1 2022: $24.7BQ2 2022: $19.2BQ3 2022: $18.1BQ4 2022: $19.1BQ1 2023: $19.8BQ2 2023: $19.3BQ3 2023: $17.7BQ4 2023: $17.7BQ1 2024: $20.0BQ2 2024: $18.8BQ3 2024: $18.0BQ4 2024: $19.4BQ1 2025: $15.8BQ2 2025: $17.0BQ3 2025: $17.7BQ4 2025: $18.8BQ1 2026: $16.8BQ2 2026: $21.6B
Institutions holding TROW and their total value by quarter
QuarterHoldersValue
Q2 20261,171$21.6B
Q1 20261,094$16.8B
Q4 20251,128$18.8B
Q3 20251,081$17.7B
Q2 20251,077$17.0B
Q1 20251,087$15.8B
Q4 20241,128$19.4B
Q3 20241,055$18.0B
Q2 20241,070$18.8B
Q1 20241,055$20.0B
Q4 20231,058$17.7B
Q3 20231,017$17.7B
Q2 20231,019$19.3B
Q1 20231,013$19.8B
Q4 20221,024$19.1B
Q3 20221,004$18.1B
Q2 20221,046$19.2B
Q1 20221,104$24.7B
Q4 20211,150$32.0B
Q3 20211,121$32.2B
Q2 20211,079$32.5B
Q1 20211,039$27.5B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding TROW in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Advisors Capital Management, LLC1,393$239.0K0.01%––
Bel Air Investment Advisors LLC1,396$240.0K0.01%––
Tokio Marine Asset Management Co Ltd1,405$241.0K0.02%––
Boston Research & Management Inc1,418$243.0K0.08%––
Sonora Investment Management, LLC1,435$246.0K0.02%––
Accel Wealth Management1,458$250.0K0.20%––
Seven Eight Capital, LP1,674$253.0K0.06%––
Lido Advisors, LLC1,489$256.0K0.01%––
Summit Financial Group Inc1,500$257.0K0.11%––
Strategy Asset Managers LLC1,492$257.0K0.06%––
Zevin Asset Management LLC1,500$257.0K0.06%––
Mercer Capital Advisers, Inc.1,500$257.0K0.14%––
IHT Wealth Management, LLC1,496$257.0K0.02%––
GPS Wealth Strategies Group, LLC1,498$257.0K0.08%––
Parallax Volatility Advisers, L.P.1,513$260.0K0.00%––
Cetera Advisors LLC1,535$263.0K0.01%––
Innovative Portfolios LLC1,536$264.0K2.14%––
Badgley Phelps & Bell Inc1,545$265.0K0.01%––
Evergreen Capital Management LLC1,573$270.0K0.01%––
Diversified Trust Co1,575$270.0K0.01%––
Carroll Financial Associates, Inc.1,577$270.0K0.02%––
Bailard, Inc.1,599$274.0K0.01%––
Mitchell McLeod Pugh & Williams Inc1,603$275.0K0.11%––
Global Retirement Partners, LLC1,601$275.0K0.03%––
Yorktown Management & Research Co Inc1,610$276.0K0.23%––
Kovack Advisors, Inc.1,609$276.0K0.04%––
CWS Financial Advisors, LLC1,610$276.0K0.12%––
Tatro Capital, LLC1,618$278.0K0.22%––
Investment Partners, Ltd.1,634$280.0K0.14%––
V Wealth Advisors LLC1,632$280.0K0.05%––
Slow Capital, Inc.1,631$280.0K0.06%––
Lombard Odier Asset Management (Switzerland) SA1,638$281.0K0.02%––
Gofen & Glossberg LLC1,644$282.0K0.01%––
Stock Yards Bank & Trust Co1,640$282.0K0.02%––
Jump Financial, LLC1,642$282.0K0.03%––
Leisure Capital Management1,647$283.0K0.17%––
Camden Capital, LLC1,661$285.0K0.08%––
1st Source Bank1,671$287.0K0.02%––
YHB Investment Advisors, Inc.1,624$289.0K0.03%––
Intercontinental Wealth Advisors, LLC1,685$289.0K0.06%––
Allred Capital Management, LLC1,688$289.7K0.13%––
Triangle Securities Wealth Management1,691$290.0K0.10%––
Welch & Forbes LLC1,695$291.0K0.01%––
Sustainable Insight Capital Management, LLC1,693$291.0K0.19%––
Stewart & Patten Co LLC1,700$292.0K0.05%––
Bahl & Gaynor Inc1,716$294.0K0.00%––
Fulton Bank, N.A.1,746$299.0K0.02%––
Brinker Capital Investments, LLC1,750$300.0K0.00%––
Wakefield Asset Management LLLP1,747$300.0K0.12%––
GWM Advisors LLC1,751$300.0K0.01%––
Integrated Wealth Concepts LLC1,756$301.0K0.01%––
Driehaus Capital Management LLC1,758$302.0K0.00%––
Perritt Capital Management Inc1,758$302.0K0.16%––
Ellis Investment Partners, LLC1,766$303.0K0.08%––
Smith, Salley & Associates1,780$305.0K0.03%––
Savant Capital, LLC1,780$305.0K0.02%––
Cornell Pochily Investment Advisors, Inc.1,778$305.0K0.15%––
Financial Consulate, Inc1,799$309.0K0.13%––
Money Concepts Capital Corp1,804$310.0K0.02%––
BSW Wealth Partners1,812$311.0K0.09%––
Trust Asset Management LLC1,838$315.0K0.04%––
International Assets Investment Management, LLC1,974$319.0K0.03%––
Pekin Hardy Strauss, Inc.1,875$322.0K0.05%––
Essex Financial Services, Inc.1,880$323.0K0.06%––
Fukoku Mutual Life Insurance Co1,900$326.0K0.03%––
WealthShield Partners, LLC1,906$327.0K0.06%––
Ieq Capital, LLC1,908$327.0K0.01%––
BHK Investment Advisors, LLC2,170$328.0K0.15%––
Veriti Management LLC1,910$328.0K0.09%––
Gladstone Institutional Advisory LLC1,919$329.0K0.05%––
First Horizon Corp1,926$330.0K0.03%––
Globeflex Capital L P1,925$330.0K0.06%––
Graypoint LLC1,925$330.0K0.05%––
Everence Capital Management Inc1,940$333.0K0.03%––
Woodmont Investment Counsel LLC1,940$333.0K0.06%––
NEXT Financial Group, Inc1,943$333.0K0.03%––
First Bank & Trust1,941$333.0K0.17%––
Ashford Capital Management Inc1,959$336.0K0.03%––
Baker Ellis Asset Management LLC1,960$336.0K0.07%––
Seeyond1,981$339.0K0.03%––
Magnetar Financial LLC1,985$341.0K0.00%––
Phoenix Wealth Advisors1,960$341.0K0.27%––
Wimmer Associates 1, LLC2,000$343.0K0.19%––
Cornerstone Wealth Management, LLC2,017$346.0K0.04%––
Parallel Advisors, LLC2,031$349.0K0.02%––
Trust Co2,038$350.0K0.25%––
FineMark National Bank & Trust2,059$353.0K0.01%––
First Commonwealth Financial Corp2,066$354.0K0.14%––
Empirical Finance, LLC2,349$356.0K0.06%––
Quadrant Capital Group LLC2,072$356.0K0.06%––
Argent Trust Co2,088$358.0K0.03%––
Tiedemann Advisors, LLC2,089$359.0K0.02%––
Childress Capital Advisors, LLC2,097$359.0K0.16%––
Federated Hermes, Inc.2,098$360.0K0.00%––
Dearborn Partners LLC2,108$362.0K0.02%––
OmniStar Financial Group, Inc.2,108$362.0K0.46%––
Archford Capital Strategies, LLC2,047$363.0K0.10%––
Rossmore Private Capital2,136$367.0K0.07%––
Davy Global Fund Management Ltd2,142$368.0K0.06%––
Great Valley Advisor Group, Inc.2,141$368.0K0.04%––